Why Is Wall Street Nervous About AI Just as Taiwan Powers the Next Chip Surge?
In this episode, Inside Taiwan examines why markets are questioning AI valuations even as hardware innovation accelerates. From TAIEX volatility and pressure on TSMC to Google’s deepening partnership with MediaTek, Nvidia’s pivot to co-packaged optics, and emerging AI strategies in Japan and China, the episode explains where AI value is consolidating and why execution now matters more than hype.
Why did Taiwan’s stock market suddenly pull back on AI names? TAIEX fell about 1.17 percent in one session. TSMC dropped over 2 percent. Foreign investors sold roughly USD 1.6 billion, reflecting concern over AI payback periods rather than demand.
Why are investors questioning AI spending now instead of earlier?
The question shifted from “How much are you investing in AI?” to “When does cash flow return?” Capital intensity and ROI timing are now under scrutiny.
Why is MediaTek becoming central to cloud AI chips?
MediaTek is designing core elements of Google’s next-generation TPUs. CoWoS orders with TSMC reportedly double to 20,000 wafers annually, potentially exceeding 150,000 by 2027.
What should investors and operators watch next?
Real business models. AI-driven commerce, enterprise deployment, and even advertising designed for AI agents will define the next phase.
If you want context, numbers, and execution-level insight beyond headlines, listen to the latest episode of Inside Taiwan.
Why did Taiwan’s stock market suddenly pull back on AI names? TAIEX fell about 1.17 percent in one session. TSMC dropped over 2 percent. Foreign investors sold roughly USD 1.6 billion, reflecting concern over AI payback periods rather than demand.
Why are investors questioning AI spending now instead of earlier?
The question shifted from “How much are you investing in AI?” to “When does cash flow return?” Capital intensity and ROI timing are now under scrutiny.
Why is MediaTek becoming central to cloud AI chips?
MediaTek is designing core elements of Google’s next-generation TPUs. CoWoS orders with TSMC reportedly double to 20,000 wafers annually, potentially exceeding 150,000 by 2027.
What should investors and operators watch next?
Real business models. AI-driven commerce, enterprise deployment, and even advertising designed for AI agents will define the next phase.
If you want context, numbers, and execution-level insight beyond headlines, listen to the latest episode of Inside Taiwan.
